COMPANY PROFILE

Welcome to PATEL INVESTMENTS

+91 98 255 85174  /  +91 93 777 85174

patelinvest111@gmail.com

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COMPANY OVERVIEW

We Patel Investments commenced in 2004 with the sole motive of delivering unbiased Financial services in Mutual funds, PMS, AIF, Model funds, Term insurance, Health insurance, Life insurance, General insurance, Company FDs, Bonds, P2P, All types of Loans and an outsourced Will drafting service. With a personalized & customer-centric approach towards complex financial matters (desired life goals, marriage, children’s education, house, retirement plans); we assist our clients with goal-based, honest, and long-term financing plans consequently widening the intellect of assets for their dream future. Currently, 605 families are allied with the Patel Investments on account of our unwavering technologically driven and structured processes.

OUR MISSION

Our mission is to be the leading provider of innovative financial solutions, empowering individuals and businesses to achieve their financial dreams and aspirations.

OUR VISION

Our sole purpose is to provide people with information where they can differentiate between Correct & Incorrect Information to make the Investment Simple & Easy.